Institutional Ownership Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM). We have compiled data on the 159 institutions that hold shares in the stock, with a total of 8.4 Million shares, which have been reported (via 13F filing form) to have a value of $502 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
20,925
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
19,926
shares
|
$1.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
17,617
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2024
Reduced 8.55%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
17,434
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
16,419
shares
|
$992,528
0.11% of portfolio
|
Q4 2023
Reduced 9.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
16,133
shares
|
$975,239
0.0% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
15,338
shares
|
$927,182
0.02% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,198
shares
|
$918,719
0.47% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
14,651
shares
|
$885,652
0.0% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
13,645
shares
|
$824,840
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
13,194
shares
|
$797,577
0.01% of portfolio
|
Q4 2024
Added 91.66%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
12,899
shares
|
$779,744
0.46% of portfolio
|
Q4 2024
Reduced 29.33%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
12,790
shares
|
$773,155
0.1% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
12,450
shares
|
$752,602
0.01% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
12,046
shares
|
$728,180
0.33% of portfolio
|
Q2 2024
Reduced 22.15%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
11,998
shares
|
$725,279
0.0% of portfolio
|
Q4 2024
Added 27.3%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
11,963
shares
|
$723,163
0.06% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
11,266
shares
|
$681,029
0.26% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
11,200
shares
|
$677,040
0.41% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
10,855
shares
|
$656,184
0.51% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
10,827
shares
|
$654,492
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,694
shares
|
$646,452
0.0% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 06, 2025 Q4 2024 |
10,659
shares
|
$644,336
0.39% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
9,967
shares
|
$602,505
0.09% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,674
shares
|
$584,793
0.17% of portfolio
|
Q2 2022
Reduced 16.24%
|